Middlebrook Wealth

Retirement is a significant milestone that requires careful planning so that you have financial security, health care coverage, and a fulfilling lifestyle. Our team at Middlebrook Wealth is ready to help you outline a strategy that will maximize benefits. Learn more: https://lnkd.in/gV2__WXZ #MiddlebrookWealth #retirementbenefits #financialadvisor #financialstrategy #retirement

The Federal Reserve recently made waves by cutting rates by 50 basis points—the first since 2020. What does this mean for inflation, jobs, and your investments? Find out the key takeaways and how our team is guiding clients through these shifts. Read more here: https://lnkd.in/ezKXMxCU

When it comes to selling a business, each path requires careful planning and expertise. Our team can help you navigate these decisions to ensure that you reach your goals. Learn more: https://lnkd.in/e48q3ZBY #MiddlebrookWealth #financialstrategy #CEPA #sellingyourbusiness #businesslegacy

It’s important to have your Qualified Charitable Distributions completed before December 31 so that you can maximize your tax benefits! Contact us today with any questions or concerns you have. We are happy to help! Contact us: https://lnkd.in/ecx83d6c #MiddlebrookWealth #QCDs #charitabledistributions #QCDdeadlines #taxstrategy

As the year comes to an end, having accurate tax information is critical in planning an IRA to Roth conversion. Please don’t delay in sending our team the information we need to ensure your financial strategy is successful. Learn more: https://lnkd.in/gZvyEQqH #MiddlebrookWealth #IRAtoRothconversion #IRA #Roth #financialstrategy

Having a trusted CPA is essential for navigating the complexities of finances with confidence. Whether it’s tax strategies, financial planning, or ensuring compliance, our team will work with you to provide expert guidance. Learn more: https://lnkd.in/g-4UK-2Y #MiddlebrookWealth #VirginiaFinance #TrustedCPA #FinancialExpert #PeaceOfMind

Having our team in your corner to collaborate with your CPA and a healthcare professional allows for strategic planning. We may be able to help you make retirement! Contact our team today to help you ensure that your financial and health goals are in alignment with your retirement plan. Learn more: https://lnkd.in/gZvyEQqH #MiddlebrookWealth #retirement #healthcareprofessionals #CPAs #healthcaresubsidies

With over 15 years of experience in project management, disaster management, culinary arts, and community service, Elizabeth Stover brings creativity, leadership, and a passion for helping others to her role as a Client Service Associate at Middlebrook Wealth. Her diverse skillset and dedication to clients make her an invaluable asset to the team. Learn more: https://lnkd.in/erdmMH2R #MiddlebrookWealth #MeetTheTeam #StauntonVA #BerryvilleVA #CharlottesvilleVA #MeetOurTeam #FinancialAdvisors

As the U.S. dollar shows signs of weakening, investors must stay alert to the global impacts of currency fluctuations, from trade balances to the returns on international assets. Our latest insight delves deeper into the factors influencing the dollar's trajectory and offers strategies to help keep your portfolio resilient. Read more here: https://lnkd.in/g-VjN54r

Understanding Required Minimum Distributions (RMDs) is essential for managing retirement accounts. Once you reach age 73, you're required to withdraw a minimum amount each year or risk costly penalties. #MiddlebrookWealth #RequiredMinimumDistributions #RetirementAccounts #FinancialStrategy #StauntonVA #CharlottesvilleVA